See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,775 | $150,440+6.2% | $136,294+17.2% | $147,584+8.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.99% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $10,011 | $5,256+90.5% | $4,695+113.2% | $4,876+105.3% |
| Participant deferral / active EE | $16,611 | $6,630+150.5% | $6,247+165.9% | $5,439+205.4% |
| Admin fee / account holder | -$522 | $10,905-104.8% | $9,243-105.6% | $10,885-104.8% |